Open Enrollment
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Mastering Open Enrollment: A Guide for HR Professionals

August 31, 2023

Open enrollment, a critical time for both employers and employees, requires meticulous planning and execution. In this comprehensive article, we will provide a detailed guide on how to navigate open enrollment smoothly and efficiently. From preparing for open enrollment to managing communication timelines and ensuring a seamless employee experience, we will cover all the essential steps. So grab a cup of coffee and let's dive in!

Preparing for Open Enrollment

To kickstart open enrollment, the first essential step is to collaborate with your broker or benefit carriers. Obtaining information about the upcoming plan year's rates is crucial. As plan rates evolve, use the search bar to navigate to the plans section, where you can access all current plan listings. For updating pricing details, review each coverage area and add a row for the new plan year. Insert the plan start date and provide the revised premium information.

Communicating with Employees

Effective communication plays a pivotal role during open enrollment. After finalizing the enrollment dates, utilize the global setup for notifications. Access the "Notifications" section in the "Global Setup" under "Gear" to configure event-specific notifications for open enrollment. Make sure to set recipients, particularly the employees assigned to the benefit profile. Schedule notifications during work hours to maximize employee engagement, and consider conducting test emails before finalizing the notification setup.

Updating Benefit Profiles

To update benefit profiles, navigate to "Profiles, Policies, Benefits" under the hamburger menu. Select the desired benefit profile and access the open enrollment widget. Add a line indicating the start date of the new plan, allowing sufficient time for completion. Afterward, review each group, verify and edit explanatory content as necessary. Additionally, check the open enrollment instructions tab for any relevant information. Remember to activate passive enrollment options for seamless completion of employees' current benefit elections.

Testing the Open Enrollment Process

Thoroughly testing the open enrollment process helps identify any glitches and ensure a smooth experience for employees. Start by cloning the current profile and renaming it for testing purposes. Update the plan year and open enrollment start date accordingly. Apply the test profile to an employee's record, which allows you to log in as that employee and simulate the open enrollment journey. Verify the employee experience, including benefits selected, declined options, and payment details. Consider generating a PDF summary for reference.

Enhancing the Employee Experience

The ultimate aim of open enrollment is to create a seamless and user-friendly experience for employees. As an HR professional, focus on enhancing navigation, offering clear instructions, and providing comprehensive guidance at each step. Aim to make the process as intuitive and simple as possible, ensuring employees can easily access and review their selected benefits. Encourage them to ask questions and seek assistance whenever needed.

Wrapping Up and Gathering Feedback

Once the open enrollment period concludes, gather feedback from employees to improve future enrollment experiences. Utilize surveys to gauge employees' satisfaction and gain insights into the effectiveness of your open enrollment strategy. Within the HR setup section, create a predefined survey tailored to post-open enrollment feedback. Consider naming it "2024 Post Open Enrollment Survey" or something similar. Analyze the feedback received and make adjustments to further refine your open enrollment process.


Mastering open enrollment requires meticulous planning, effective communication, and a dedication to ensuring a seamless employee experience. By following these step-by-step guidelines, HR professionals can successfully navigate the complexities of open enrollment and empower employees to make informed benefits decisions. Open enrollment is an opportunity for organizations to demonstrate their commitment to employee well-being and ensure a supportive work environment. With careful preparation and execution, you can achieve a successful open enrollment season year after year.

Good luck and happy open enrollment!

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